Best use of Signing with Zoho Sign
Use Cases and Deployment Scope
Using Zoho Sign helps to keep all our important documents in one place and allows us to maintain important files that we need to be signed by our clients. Using a digital signature that can be added to our documents makes them official. We use them for keeping payment details and it has helped us to prove that clients have authorized payments and agreed to our payment plans when they have disputed unrecognized charges to their card. When presented with an authorized form with the client's signature we have found the payments are returned to us promptly
Pros
- Contracts
- Payment options
- terms of work
- service agreements
- options to choose products or services
Cons
- Better ways to edit templates
- add a credit card form input
- create documents that then can be changes instead of uploading a document from word or pdf
Likelihood to Recommend
great for sending out duplicate forms to clients that require a signature, this is fine when you do not have to keep changing details on the form. What is limited is if we need to change elements that need to be signed or remove elements as the original form is loaded up as a Word document or PDF. There are a variety of selection options to ensure that the data fields can be customized to font color and size number of characters etc.